Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$277K Buy
2024
Q4
$251K Buy
2021
Q4
Sell
2021
Q3
$9K Buy
2021
Q2
$1K Buy
2020
Q1
Sell
2019
Q4
$95K Buy
2019
Q3
$89K Buy
2019
Q2
$34.9K Buy
2019
Q1
$35K Buy
2018
Q3
Sell
2018
Q2
$27K Sell
2018
Q1
$46K Buy
2017
Q4
$33K Sell
2017
Q3
$55K Buy